Scott Merriman is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with RBC Capital Markets since 2008 and previously worked at City National Bank. Merriman is also involved in managing several rental properties as a passive owner. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Blake Willey is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans tailored to their specific goals and investment needs. He leverages the resources and support available at Fidelity to implement strategies that align with the interests of his clients. Blake has experience as a financial consultant with previous roles at E*TRADE from Morgan Stanley (2020-2022), Charles Schwab (2018-2020), and as a financial advisor at Merrill Lynch (2017-2018). Throughout his career, he has focused on understanding client objectives to pursue appropriate financial solutions. Outside of his professional role, Blake engages in family activities and enjoys sports such as golf, running, and soccer.

Meghan Donahoe is a CFP®-certified financial advisor with 11 years of industry experience, currently at J.P. Morgan Securities. Her prior experience includes roles at Stifel Nicolaus & Co. and ongoing employment with JPMorgan Chase Bank, N.A. Outside of her advisory work, she is involved in e-commerce as a part-time seller on an online consignment platform. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with an ESG eligibility framework and features broader derivatives and commodities capabilities.

Judah Piano is a financial advisor at MassMutual Investors Services with 12 years of industry experience. He holds CFP®, Series 65, and Series 63 credentials. Prior to his current role, he worked at Metlife Securities from 2015 to 2017. Outside of his advisory work, he is an independent insurance agent providing life, disability, long-term care, fixed annuities, and health insurance services. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Rebecca Chang is a financial advisor at Merrill in Seattle, WA, holding a Series 66 designation. She has one year of industry experience, including prior roles at Bank of America, Yuanta Commercial Bank, and SinoPac Commercial Bank. Before her financial career, she spent four years at I-Shou University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Jeffrey Crabb is a CFP® professional with 36 years of industry experience and has been with Edward Jones in Seattle, WA since 2000. He holds Series 63, 65, and 66 licenses. Outside of his advisory role, he serves on the membership committee of a local business networking group, where he screens new members and helps resolve issues within the network. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Kristina Jensen is a financial advisor at Merrill with 39 years of industry experience. She holds a Series 63 designation and has been affiliated with Merrill since 1987 and Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Zhu is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at Wells Fargo Securities, LLC for nine years before joining Merrill in 2018. Outside of his advisory role, he serves on the investment committee of the Crowden Music Center and is an advisory board member of the East Bay Center for the Performing Arts, a performing arts school serving youth in underserved communities. Merrill, along with Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations.

John Ramseyer is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Robert Baird & Co. since 2014. Outside of his advisory role, he is involved in ranching operations through Ellensburg Cattle Company, participating in general farm activities on weekends. Robert Baird & Co.’s DDK Group, where Ramseyer works, serves high net worth individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, with ongoing manager selection and internal research support.

Zachary Sweeny is a financial advisor with LPL Financial in Lynnwood, WA, holding a Series 66 designation and 15 years of industry experience. He previously worked for Waddell & Reed, Inc. and various insurance carriers for W & R Insurance Agencies from 2011 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and more than $819 billion in discretionary assets.

Athena Gatan is a financial advisor at Ameriprise with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2001. In addition to her role at Ameriprise, she manages an advisory business at Wealthbridge Advisors Inc. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations delivered through a centralized consulting team.

Daniel Kozuck is a Series 66-credentialed financial advisor with Wells Fargo Clearing in Seattle, WA, and has two years of industry experience. His prior roles include a position at Olfactory NYC and periods outside the workforce. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm uses research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions across a large network of advisors.

Micah Blair is a CFP® and ChFC® with 27 years of experience at Edward Jones. He has been with the firm since 1999 and is based in Edmonds, WA. Outside of his advisory role, he serves on the Woodway Town Council, participating in local governance and planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Ericka Lamsek is a financial advisor with Wells Fargo Advisors in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Outside of her advisory role, she serves as a trustee for her mother. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using Wells Fargo research and tools to develop tailored recommendations.

Laura Thramer is a financial advisor at Edward Jones in Edmonds, Washington, with five years of industry experience. She has worked at Edward Jones since 2020 and previously spent ten years at All Star Directories. Laura holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high- and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets, supported by a nationwide network of over 23,700 financial advisors.

Spencer O'Brien is a Series 66-licensed financial advisor at Morgan Stanley with seven years of industry experience. His background includes prior roles at Amazon Web Services and nearly a decade of service in the United States Army. Outside of his advisory work, he serves as a volunteer Admissions Liaison Officer for the United States Military Academy. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process utilizes firm-approved tools and modeling techniques to support client decision-making without providing individual security recommendations.

Jennifer Krikawa is a Planning Consultant at Fidelity Investments. In her role, she partners with clients to develop and implement personalized financial plans that align with their life goals. Prior to joining Fidelity Investments in 2023, Jennifer worked as a Private Client Banker at JPMorgan Chase Bank from 2018 to 2023. Outside of her professional work, Jennifer has interests in running and singing.

Lance Jacobsen is a financial advisor with Edward Jones in Mountlake Terrace, WA. He holds a Series 66 designation and has 14 years of industry experience, all with Edward Jones. Outside of advising, he manages a rental property in Puyallup, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Mehrzad Yousefi is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has held prior positions at Bank of America, Tiffany & Co., Big Lots, and HomeGoods. Outside of his advisory role, he works part-time as a floor/front associate for HomeGoods. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jason Trichler is Senior Resident Director and Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been since 2001. He began his financial services career in 1997. Jason holds a Bachelor's degree in Economic Geography from the University of Washington and has studied pension and investment management at the University of Pennsylvania's Wharton School of Business. He holds several professional designations including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Certified Divorce Financial Analyst (CDFA), Chartered Retirement Planning Counselor (CRPC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Additionally, he holds various FINRA registrations including Series 3, 4, 7, 9, 10, 24, 52, 53, 63, and 65. Jason focuses on delivering personalized wealth management strategies for high net worth families, executives, business owners, and non-profit institutions. His areas of expertise include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, philanthropic planning, socially responsible and ESG investing, women and wealth, sports and entertainment, and tax minimization. In his role as a Senior Portfolio Manager, he manages discretionary investment strategies combining individual securities, Merrill Lynch models, and third-party strategies. Born and raised in Seattle, Jason has lived in Kingston since 2006, where he raises his three sons. He has been actively involved in community organizations such as the North Kitsap Boys and Girls Club, where he currently volunteers. Previously, he spent 14 years as a head coach for the North Kitsap Pee Wee basketball league. His personal interests include skiing, hiking, golfing, cooking, gardening, scuba diving, traveling, and spending time with his family.